Tax Manager

The Progeny Group Limited; Exeter; On-site; GBP 70,000 - 90,000; Full time

Job summary

The Progeny Group Limited is seeking a Tax Manager to deliver high-quality personal tax compliance services to a portfolio of HNWI clients. This is a predominantly compliance-focused role, overseeing complex returns, meeting deadlines, liaising with HMRC, and mentoring junior team members.

You will review work for accuracy, strengthen client relationships, stay up to date with tax legislation, and identify opportunities for additional advisory work.

Qualifications

• CTA qualified (or part-qualified) and ATT qualified with 5+ years' personal tax experience.
• Strong knowledge of personal tax compliance and returns.
• Experience managing a client portfolio and building trusted relationships.
• Up-to-date with tax legislation and budget changes.
• Highly organized with multiple priorities and deadlines.
• Excellent communication and ability to coach juniors.

Responsibilities

• Ensure personal tax compliance deadlines are met across your portfolio.
• Review and deliver high-quality personal tax returns.
• Build and maintain strong client relationships.
• Liaise with HMRC on behalf of clients.
• Share updates on tax developments with clients and colleagues.
• Coach and review junior team members and manage workload.
• Identify opportunities for additional advisory services.
• Monitor time and profitability, ensure timely invoicing.

Skills

Client relationships

Tax compliance

Team coaching

Time management

Communication skills

Education

CTA/ATT qualifications

Tools

Microsoft Office

AI-enabled tax systems

CCH

Job description

About the role

As a Tax Manager, you will be responsible for delivering high-quality personal tax compliance services to a portfolio of HNWI clients. This is a predominantly compliance-focused role, involving the review and management of personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members through technical guidance and review. While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards.

Key responsibilities include:

• Ensure personal tax compliance obligations are met in line with statutory deadlines, managing priorities effectively across your portfolio.


• Deliver high-quality personal tax compliance services for a portfolio of clients, including reviewing work and maintaining accuracy.


• Build and maintain strong client relationships.


• Liaise with HMRC on behalf of clients, ensuring their tax affairs remain up to date and dealing with enquiries where appropriate.


• Keep abreast of legislative and technical developments, sharing relevant updates with clients and colleagues.


• Identify opportunities to provide additional services, including legal and financial advisory support, and assist with problem-solving where required.


• Support senior management with ad hoc advisory projects and client queries.


• Assist in overseeing the workload of junior team members, providing regular feedback and highlighting development needs.


• Support the technical and professional development of junior colleagues through coaching and guidance.


• Review work to a high standard, identifying technical issues and potential risks or opportunities that may not be immediately apparent.


• Seek opportunities to generate additional advisory work from existing clients.


• Contribute positively to the team, acting as a supportive and motivational presence.


• Use technical resources and reference materials to support decisions and enhance team knowledge.


• Monitor time and profitability across your client portfolio, ensuring timely invoicing and strong recovery rates against chargeable time.

What success looks like

• Tax returns are completed to a high quality and efficiently with deadlines being met.


• Supporting the development of junior team members from a quality and technical perspective.


• Successful liaison with other service lines within the business, particularly the Wealth team.

Our ideal person

• CTA qualified (or part-qualified) and ATT qualified, with at least 5 years' experience in personal tax.


• Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns.


• Experience managing a portfolio of clients and building long-term trusted relationships.


• Up-to-date understanding of tax legislation, Budget changes and compliance requirements.


• Highly organised, with the ability to manage multiple priorities and meet deadlines.


• Strong communication skills, with the ability to explain technical matters clearly and support junior team members.


• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous.